CFSMX Mutual Fund

CFSMX Mutual Fund

NAV$13.73
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Returns Overview

1 Month
-8.93%
3 Months
+1.22%
6 Months
+6.85%
YTD
+4.25%
1 Year
+3.00%
3 Years (annualized)
+4.99%
5 Years (annualized)
+2.62%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFSMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+6.72%
vs Peers
-2.48%

CFSMX Mutual Fund Performance

CFSMX performance across multiple time periods: 1-month -8.93%, YTD 4.25%, 1-year 3.00%, 3-year 4.99%, 5-year 2.62%, 10-year 7.12%.

CFSMX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

CFSMX vs another fund shows side-by-side returns. CFSMX alternatives are available in the Mutual Fund Screener.